13F 机构持仓

Marble Wealth, LLC

MONTGOMERY AL · SEC CIK 0002110081

2026Q22026Q1 更早 9 个季度 🔒
$5.71亿2026Q1 申报市值
222持仓数
42.2%前十大占比 · 第一大 10.2%
17 / 62新建仓 / 清仓
申报市值走势$6.53亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 10.2%
VUG 5.7%
AAPL 4.3%
NVDA 4.1%
IEFA 3.6%
VOO 3.4%
VFLO 3.2%
GOOGL 2.7%
VIG 2.6%
AMZN 2.4%

2026Q1 买入最多 按季末市值估算

FENI 新建仓+$859.11万
FESM 新建仓+$454.58万
IEMG 加仓+$329.62万
BGIG 新建仓+$105.37万
FBND 加仓+$73.93万

2026Q1 卖出最多 按季末市值估算

COWZ 减仓-$838.09万
IEFA 减仓-$790.30万
AAPL 减仓-$628.36万
AMZN 减仓-$623.98万
EXXON MOBIL CORP 减仓-$620.31万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
CAH CARDINAL HEALTH INC $00.00%0 -11,109-100.0% -$228.28万 清仓
KMI KINDER MORGAN INC DEL $00.00%0 —— — 申报中断
CRM SALESFORCE INC $00.00%0 -3,258-100.0% -$86.30万 清仓
— COTERRA ENERGY INC $00.00%0 -31,694-100.0% -$83.42万 清仓
PHM PULTE GROUP INC $00.00%0 —— — 申报中断
STLD STEEL DYNAMICS INC $00.00%0 -4,158-100.0% -$70.46万 清仓
OKE ONEOK INC NEW $00.00%0 -9,206-100.0% -$67.67万 清仓
BRO BROWN & BROWN INC $00.00%0 -8,396-100.0% -$66.91万 清仓
VTRS VIATRIS INC $00.00%0 -53,490-100.0% -$66.59万 清仓
VLO VALERO ENERGY CORP $00.00%0 -3,797-100.0% -$61.81万 清仓
DHI D R HORTON INC $00.00%0 -4,204-100.0% -$60.55万 清仓
ULTA ULTA BEAUTY INC $00.00%0 -994-100.0% -$60.11万 清仓
TSCO TRACTOR SUPPLY CO $00.00%0 -11,701-100.0% -$58.51万 清仓
PINS PINTEREST INC $00.00%0 -22,300-100.0% -$57.73万 清仓
NVR NVR INC $00.00%0 -72-100.0% -$52.82万 清仓
C CITIGROUP INC $00.00%0 -4,232-100.0% -$49.38万 清仓
INTU INTUIT $00.00%0 -725-100.0% -$48.01万 清仓
GWW WW GRAINGER INC $00.00%0 -454-100.0% -$45.77万 清仓
NDAQ NASDAQ INC $00.00%0 -4,540-100.0% -$44.10万 清仓
SYK STRYKER CORPORATION $00.00%0 -1,247-100.0% -$43.81万 清仓
CHRW C H ROBINSON WORLDWIDE INC $00.00%0 -2,657-100.0% -$42.72万 清仓
PKG PACKAGING CORP AMER $00.00%0 -2,022-100.0% -$41.71万 清仓
IP INTERNATIONAL PAPER CO $00.00%0 -10,542-100.0% -$41.53万 清仓
INTC INTEL CORP $00.00%0 —— — 申报中断
CVS CVS HEALTH CORP $00.00%0 —— — 申报中断
NOW SERVICENOW INC $00.00%0 -2,547-100.0% -$39.02万 清仓
SPGI S&P GLOBAL INC $00.00%0 -738-100.0% -$38.57万 清仓
DRI DARDEN RESTAURANTS INC $00.00%0 -2,090-100.0% -$38.45万 清仓
TTD THE TRADE DESK INC $00.00%0 -9,750-100.0% -$37.01万 清仓
TNL TRAVEL PLUS LEISURE CO $00.00%0 -5,012-100.0% -$35.35万 清仓
LEN LENNAR CORP $00.00%0 -3,386-100.0% -$34.81万 清仓
ICE INTERCONTINENTAL EXCHANGE IN $00.00%0 -2,092-100.0% -$33.89万 清仓
CPRT COPART INC $00.00%0 -8,630-100.0% -$33.79万 清仓
IWO ISHARES TR $00.00%0 -1,016-100.0% -$32.82万 清仓
ETN EATON CORP PLC $00.00%0 —— — 申报中断
NXPI NXP SEMICONDUCTORS N V $00.00%0 -1,502-100.0% -$32.60万 清仓
MDT MEDTRONIC PLC $00.00%0 -3,378-100.0% -$32.44万 清仓
MRSH MARSH & MCLENNAN COS INC $00.00%0 -1,727-100.0% -$32.04万 清仓
UBER UBER TECHNOLOGIES INC $00.00%0 -3,825-100.0% -$31.25万 清仓
COF CAPITAL ONE FINL CORP $00.00%0 -1,283-100.0% -$31.09万 清仓
AZN ASTRAZENECA PLC $00.00%0 -1,670-100.0% -$30.72万 清仓
GM GENERAL MTRS CO $00.00%0 -3,748-100.0% -$30.48万 清仓
EXPD EXPEDITORS INTL WASH INC $00.00%0 -1,966-100.0% -$29.29万 清仓
EXPE EXPEDIA GROUP INC $00.00%0 -1,018-100.0% -$28.85万 清仓
MCK MCKESSON CORP $00.00%0 -339-100.0% -$27.82万 清仓
ADP AUTOMATIC DATA PROCESSING IN $00.00%0 -1,031-100.0% -$26.52万 清仓
USB US BANCORP DEL $00.00%0 -4,818-100.0% -$25.71万 清仓
GD GENERAL DYNAMICS CORP $00.00%0 -759-100.0% -$25.57万 清仓
MSCI MSCI INC $00.00%0 -444-100.0% -$25.50万 清仓
PYPL PAYPAL HLDGS INC $00.00%0 -4,367-100.0% -$25.49万 清仓
GNRC GENERAC HLDGS INC $00.00%0 -1,831-100.0% -$24.97万 清仓
SPG SIMON PPTY GROUP INC NEW $00.00%0 -1,343-100.0% -$24.87万 清仓
MMM 3M CO $00.00%0 -1,551-100.0% -$24.84万 清仓
ECL ECOLAB INC $00.00%0 -946-100.0% -$24.83万 清仓
ACN ACCENTURE PLC IRELAND $00.00%0 -917-100.0% -$24.62万 清仓
PCAR PACCAR INC $00.00%0 -2,225-100.0% -$24.36万 清仓
RSG REPUBLIC SVCS INC $00.00%0 -1,086-100.0% -$23.02万 清仓
TT TRANE TECHNOLOGIES PLC $00.00%0 -586-100.0% -$22.83万 清仓
WEC WEC ENERGY GROUP INC $00.00%0 -2,160-100.0% -$22.78万 清仓
WRB BERKLEY W R CORP $00.00%0 -3,175-100.0% -$22.27万 清仓
AMT AMERICAN TOWER CORP NEW $00.00%0 -1,265-100.0% -$22.20万 清仓
CMI CUMMINS INC $00.00%0 -435-100.0% -$22.20万 清仓
ORI OLD REP INTL CORP $00.00%0 -4,806-100.0% -$21.94万 清仓
WSO WATSCO INC $00.00%0 -635-100.0% -$21.40万 清仓
ADSK AUTODESK INC $00.00%0 -709-100.0% -$20.98万 清仓
NEM NEWMONT CORP $00.00%0 -2,093-100.0% -$20.90万 清仓
CDNS CADENCE DESIGN SYSTEM INC $00.00%0 -647-100.0% -$20.22万 清仓
MPT MEDICAL PROPERTIES TRUST INC $7.30万0.01%15,777 -2,887-15.5% -$1.34万 减仓
ACIC AMERICAN COASTAL INS CORP $12.47万0.02%11,085 6666.4% $7,493 加仓
F FORD MTR CO $16.08万0.03%13,930 -6,929-33.2% -$8.00万 减仓
VLY VALLEY NATL BANCORP $16.27万0.03%13,252 1230.9% $1,510 加仓
— FIRST US BANCSHARES INC $19.56万0.03%12,786 -2,500-16.4% -$3.83万 减仓
— DIMENSIONAL ETF TRUST $20.43万0.04%3,271 3,271— $20.43万 新建仓
DFUV DIMENSIONAL ETF TRUST $20.56万0.04%4,243 4,243— $20.56万 新建仓
CEG CONSTELLATION ENERGY CORP $20.79万0.04%744 -498-40.1% -$13.91万 减仓
VRTX VERTEX PHARMACEUTICALS INC $20.83万0.04%467 -398-46.0% -$17.76万 减仓
BOXX EA SERIES TRUST $20.93万0.04%1,800 1,800— $20.93万 新建仓
VEA VANGUARD TAX-MANAGED FDS $21.08万0.04%3,289 50.2% $320 加仓
TXN TEXAS INSTRS INC $21.34万0.04%1,099 -1,446-56.8% -$28.08万 减仓
BIL SPDR SERIES TRUST $21.35万0.04%2,330 2,330— $21.35万 新建仓
IBM INTERNATIONAL BUSINESS MACHS $21.43万0.04%884 -8,775-90.8% -$212.69万 减仓
TDG TRANSDIGM GROUP INC $21.57万0.04%186 -85-31.4% -$9.86万 减仓
APA APA CORPORATION $22.18万0.04%5,226 5,226— $22.18万 新建仓
LOW LOWES COS INC $22.39万0.04%948 -881-48.2% -$20.81万 减仓
ENB ENBRIDGE INC $22.83万0.04%4,217 230.5% $1,245 加仓
PNC PNC FINL SVCS GROUP INC $23.07万0.04%1,109 -1,348-54.9% -$28.04万 减仓
BSX BOSTON SCIENTIFIC CORP $23.14万0.04%3,688 -2,300-38.4% -$14.43万 减仓
CVE CENOVUS ENERGY INC $23.29万0.04%8,780 8,780— $23.29万 新建仓
PGR PROGRESSIVE CORP $23.30万0.04%1,175 -831-41.4% -$16.48万 减仓
ETR ENTERGY CORP NEW $23.51万0.04%2,092 -462-18.1% -$5.19万 减仓
UHAL/B U HAUL HOLDING COMPANY $24.10万0.04%5,395 63613.4% $2.84万 加仓
TRGP TARGA RES CORP $24.28万0.04%968 -284-22.7% -$7.12万 减仓
MINT PIMCO ETF TR $24.63万0.04%2,449 2,449— $24.63万 新建仓
XLE SELECT SECTOR SPDR TR $24.82万0.04%4,051 4,051— $24.82万 新建仓
CMCSA COMCAST CORP NEW $25.31万0.04%8,817 -6,806-43.6% -$19.54万 减仓
PNW PINNACLE WEST CAP CORP $25.58万0.04%2,539 -163-6.0% -$1.64万 减仓
WDC WESTERN DIGITAL CORP $25.91万0.05%958 958— $25.91万 新建仓
DON WISDOMTREE TR $26.06万0.05%4,961 00.0% — 不变
CB CHUBB LTD SWITZ $26.69万0.05%819 -585-41.7% -$19.06万 减仓
APH AMPHENOL CORP $26.90万0.05%2,129 -14-0.7% -$1,769 减仓